Berkeley Investment Advisors
Berkeley Investment Advisors (CRD# 121223) is a financial advisory firm headquartered in San Francisco, CA. They manage $13,890,000 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$201,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Ray Meadows (CRD# 2875106) is an Investment Advisor Representative working at Berkeley Investment Advisors in Hercules, CA and has 1 year of experience in the finance industry.
Herb Meiberger (CRD# 5752556) is an Investment Advisor Representative working at Berkeley Investment Advisors in San Francisco, CA and has 1 year of experience in the finance industry.